Lately insurers have been auditing claim files in an effort to pull in every penny of overpayment for year-end profitability. As a result claimants have been informed of owing large amounts of overpayment due to retirement lump sum distributions which they voluntarily took at the time of termination from their employers. The problem is two-fold [...]
Archive for the ‘Retirement’ Category
Know Your Policy – Retirement Plan Distributions
Posted in Retirement on November 7, 2011 | 7 Comments »
